Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Petaluma, CA
Every SEC-registered financial advisor at a firm office in Petaluma who lists the Certified Financial Planner designation, A to Z.
18 CFP professionals work in Petaluma; the most are at Edward Jones (3). 6 are also registered broker representatives.
CFP advisors in Petaluma, A to Z
Every advisor in Petaluma →- Jimmie AlexanderOsaic Wealth, Inc. · Certified Financial Planner
- Brian J. BreenBreen Wealth Management, LLC · Certified Financial Planner
- Brett J. DanielThe McBride Group · Certified Financial Planner
- Christopher M. DobsonDobson Asset Management · Certified Financial Planner
- Jeffrey D. EdmondsEquitable Advisors, LLC · Certified Financial Planner
- Matthias D. GiezendannerSan Francisco Wealth Planning LLC · Certified Financial Planner
- Bijan GolkarFpc Investment Advisory, Inc. · Certified Financial Planner
- Angelina HansenCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Corey M. HayashiEdward Jones · Certified Financial Planner
- Andrew S. HempeckCreekside Partners · Certified Financial Planner
- Matthew M. KalabokesFpc Investment Advisory, Inc. · Certified Financial Planner
- Christina N. KramlichCantata Wealth Management, LLC · Certified Financial Planner
- Autumn R. KruseKruse Financial Strategy · Certified Financial Planner
- James A. McBrideThe McBride Group · Certified Financial Planner
- Wesley McBrideThe McBride Group · Certified Financial Planner
- Michelle D. MollerEdward Jones · Certified Financial Planner
- Elliot SandvigEdward Jones · Certified Financial Planner
- Peter M. TennysonNorth Bay Wealth Management · Certified Financial Planner
Firms with the most CFP professionals in Petaluma
Edward Jones 3The McBride Group 3Fpc Investment Advisory, Inc. 2Breen Wealth Management, LLC 1Cambridge Investment Research Advisors, Inc. 1Cantata Wealth Management, LLC 1Creekside Partners 1Dobson Asset Management 1Equitable Advisors, LLC 1Kruse Financial Strategy 1North Bay Wealth Management 1Osaic Wealth, Inc. 1San Francisco Wealth Planning LLC 1
CFP advisors in other California cities
All of California →San Diego 645San Francisco 422Los Angeles 359Newport Beach 242Irvine 224Walnut Creek 190Torrance 149Pasadena 108San Jose 104Westlake Village 95Santa Barbara 94Roseville 93Folsom 83Carlsbad 82Sacramento 74Santa Monica 74La Jolla 67San Rafael 67Fresno 58Long Beach 54San Ramon 51Santa Rosa 49El Segundo 41San Mateo 40
Questions
How many CFP financial advisors are in Petaluma, CA?
18 SEC-registered investment adviser representatives at firm offices in Petaluma, California list the CFP designation; Edward Jones employs the most of them (3).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP in Petaluma?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.